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| Pullen Investment Management LLC
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| |
|---|---|
| CRD # | 310149 |
| SEC # | 801-127520 |
| CIK # | 0002011668 |
| AUM | $140.5 MM (2024-03-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 941-361-2195 |
| Address | 417 12th Street W Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.3 | |
| KEX | 3,783.2 | 2.8 | |
| CVX | 294,604.1 | 2.7 | |
| SO | 75,035.5 | 2.3 | |
| GPK | 6,301.8 | 2.2 | |
| HES | 35,147.8 | 2.1 | |
| AGM | 1,045.9 | 2.0 | |
| HII | 8,697.4 | 1.9 | |
| ALL | 34,565.4 | 1.9 | |
| MPC | 47,980.8 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 14.8 |
| (b) Individuals (high net worth individuals) | 33 | 93.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 21.8 |
| (h) Charitable organizations | 0 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 166 | 140.5 |
| By Discretionary | ||
| Discretionary | 166 | 140.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 166 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 137.3 | |
| Total | 166 | 140.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011668] |
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